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Hardware Industry

ASML says AI's effect on chipmaking will unfold over the next 10 to 15 years, not overnight

ASML is betting bigger EUV mirrors and stacked transistors will keep chips advancing
Crystal ball: ASML is the only company that makes the EUV lithography machines needed to produce the world's most advanced chips. Its CEO, Christophe Fouquet, says the AI boom will play out over 10 to 15 years and that we're only seeing the tip of the iceberg. Meeting that demand will depend on better optics, vertical chip designs and a sprawling supplier network that can't be scaled up quickly. That makes ASML's roadmap a useful gauge of how far AI hardware can go, and how fast.
Full story By Skye Jacobs,
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Hardware Industry

Former EVGA manager reveals how Nvidia's Founders Edition cards helped drive the company out of GPUs

Winners & losers: EVGA's 2022 exit from Nvidia graphics cards remains one of the industry's most striking partner breakups, and this first-hand account shows how the relationship worked day to day. Hedrick describes a company squeezed by Nvidia's Founders Edition cards, pressure to keep a loss-making entry model and tight control over launch information, all in a business that made up 78% of EVGA's sales. It's only one side of the story, though. Nvidia's CEO and outside reports point to EVGA's own strategy and costs.
Full story By Rob Thubron, 12 comments
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Industry AI

Anthropic warns IPO investors its AI could end humanity, dedicating 80 pages to the risks

Blackmail, resisting shutdown, and human extinction make for an unusual investment pitch
WTF?! In what sounds like a self-defeating move, but could also be a way to hype its IPO, Anthropic is warning any potential investors that the company's most advanced AI models could pose "catastrophic or existential risks to humanity." How much that will dissuade people from investing in the company remains to be seen.
Full story By Rob Thubron, 11 comments
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Gaming Software

Modders are turning Android handhelds into "mini" Steam Decks

SteamOS for Arm used in the Steam Frame is giving devs a head start on Ayn, Ayaneo, and Retroid devices
Connecting the dots: Valve recently released an official port of SteamOS for Arm devices alongside the Steam Frame headset. Now, modders and open-source developers are turning the company's work into a renaissance of "Steam-like" experiences across a growing number of handheld devices.
Full story By Alfonso Maruccia,
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AI Security

Nvidia launches safety platform to stop AI agents going rogue, with over 100 organizations on board

In context: Every day brings another story of an AI agent going rogue, hacking another organization, or generally doing something it's not supposed to do. Nvidia hopes to address this increasingly concerning trend with the launch of the Open Agent Safety Platform. Team Green has a lot of faith in the system: it says the platform could have prevented the infamous hack by OpenAI's agents on Hugging Face.
Full story By Rob Thubron,
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Software Microsoft

After 40 years, Excel is breaking one of its oldest rules: one cell, one value

Excel Beta adds lists, arrays, and nested arrays inside a single cell
First look: Microsoft is testing a version of Excel that allows users to put more than one value inside a cell, a break from the spreadsheet program's longstanding one-cell, one-value model. The new capability includes lists, arrays in cells and nested arrays. It is available on an opt-in basis to Microsoft 365 Insiders in the Excel Beta Channel for Windows and Mac.
Full story By Skye Jacobs,
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